ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,540 | -6.8% | 134,510 | -2.3% | 0.05% | +4.5% |
| Q2 2023 | $36,003 | +2.1% | 137,690 | -2.4% | 0.04% | -4.3% |
| Q1 2023 | $35,276 | +2.9% | 141,016 | -0.5% | 0.05% | -2.1% |
| Q4 2022 | $34,295 | -99.9% | 141,780 | -0.4% | 0.05% | +2.2% |
| Q3 2022 | $31,197,000 | -7.6% | 142,285 | -4.7% | 0.05% | 0.0% |
| Q2 2022 | $33,763,000 | -16.8% | 149,245 | -1.3% | 0.05% | -2.1% |
| Q1 2022 | $40,573,000 | -7.1% | 151,200 | -1.9% | 0.05% | +2.2% |
| Q4 2021 | $43,652,000 | +8.5% | 154,206 | +0.8% | 0.05% | +2.2% |
| Q3 2021 | $40,226,000 | -4.3% | 152,913 | -2.3% | 0.04% | -4.3% |
| Q2 2021 | $42,043,000 | -1.7% | 156,452 | -4.8% | 0.05% | -9.6% |
| Q1 2021 | $42,776,000 | +13.3% | 164,348 | +0.1% | 0.05% | +8.3% |
| Q4 2020 | $37,752,000 | +30.6% | 164,262 | +5.3% | 0.05% | +17.1% |
| Q3 2020 | $28,898,000 | +3.7% | 155,945 | -0.5% | 0.04% | -4.7% |
| Q2 2020 | $27,871,000 | +13.8% | 156,737 | -8.0% | 0.04% | -4.4% |
| Q1 2020 | $24,501,000 | -33.8% | 170,316 | -5.3% | 0.04% | -15.1% |
| Q4 2019 | $37,020,000 | +5.3% | 179,869 | -1.1% | 0.05% | -8.6% |
| Q3 2019 | $35,156,000 | -2.6% | 181,941 | -2.1% | 0.06% | -1.7% |
| Q2 2019 | $36,101,000 | -1.0% | 185,839 | -3.5% | 0.06% | -1.7% |
| Q1 2019 | $36,462,000 | +13.4% | 192,513 | -0.6% | 0.06% | +1.7% |
| Q4 2018 | $32,149,000 | -9.0% | 193,603 | +10.4% | 0.06% | +3.5% |
| Q3 2018 | $35,310,000 | +3.2% | 175,423 | -0.1% | 0.06% | -3.4% |
| Q2 2018 | $34,207,000 | +0.9% | 175,620 | -2.9% | 0.06% | +1.7% |
| Q1 2018 | $33,917,000 | -5.2% | 180,827 | -4.1% | 0.06% | -4.9% |
| Q4 2017 | $35,781,000 | -2.8% | 188,541 | -8.3% | 0.06% | -9.0% |
| Q3 2017 | $36,797,000 | +1.2% | 205,687 | -1.6% | 0.07% | -1.5% |
| Q2 2017 | $36,360,000 | +19.9% | 209,031 | +18.0% | 0.07% | +19.3% |
| Q1 2017 | $30,324,000 | -11.7% | 177,108 | -14.8% | 0.06% | -18.6% |
| Q4 2016 | $34,358,000 | +6.4% | 207,806 | -0.5% | 0.07% | +9.4% |
| Q3 2016 | $32,305,000 | +2.5% | 208,815 | -1.0% | 0.06% | -3.0% |
| Q2 2016 | $31,507,000 | -4.0% | 210,907 | -7.4% | 0.07% | -8.3% |
| Q1 2016 | $32,830,000 | -27.1% | 227,689 | -29.5% | 0.07% | -30.1% |
| Q4 2015 | $45,020,000 | -1.2% | 323,004 | -3.1% | 0.10% | -5.5% |
| Q3 2015 | $45,549,000 | +20.0% | 333,430 | +31.8% | 0.11% | +36.2% |
| Q2 2015 | $37,956,000 | -18.4% | 253,076 | -17.4% | 0.08% | -20.0% |
| Q1 2015 | $46,537,000 | +33.3% | 306,207 | +27.0% | 0.10% | +33.3% |
| Q4 2014 | $34,923,000 | +9.1% | 241,186 | +3.0% | 0.08% | +8.7% |
| Q3 2014 | $32,020,000 | -11.0% | 234,174 | -6.9% | 0.07% | -8.0% |
| Q2 2014 | $35,976,000 | +1.3% | 251,443 | -2.6% | 0.08% | -5.1% |
| Q1 2014 | $35,504,000 | -6.4% | 258,287 | -8.8% | 0.08% | -6.0% |
| Q4 2013 | $37,917,000 | -23.9% | 283,307 | -29.4% | 0.08% | -28.8% |
| Q3 2013 | $49,803,000 | +7.7% | 401,186 | +0.2% | 0.12% | +7.3% |
| Q2 2013 | $46,260,000 | – | 400,526 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |